Advanced Campaign Setup

Advanced Campaign Setup

If you are just starting out, and want a walk through of the basic Campaign Settings visit Basic Campaign Setup

For an in-depth look at all of the Campaign Settings read on....

A "campaign" is the general word we use to describe the courses, challenges, games, drip email sequences, auto-responders, and automations that you create within ConveYour.

Campaigns are like "folders". And within this "folder", you will setup and store your Triggered Content for your course, challenge, email-sequence, etc.


Campaign: A "campaign" is the general word we use to describe the courses, challenges, games, drip email sequences, auto-responders, and automations that you create within ConveYour. Campaigns are like "folders". And within this "folder", is where you will setup your Triggered Content for your course, challenge, email-sequence, etc.

Triggered Content : Triggers refers to sending or "triggering" the engagements you create to communicate with your audience. Check out Triggered Content Setup to learn more about the setup of the engagement formats available to you, and how they are used.

Customer Portal : There are many names for the types of people that may engage with your content. We call them participants, customers, audience, students, etc. Let's call them customers for now. The customer portal is where your participants will engage in your challenges and courses.

In Main Menu > Campaigns Select "Add New Campaign" Add New Campaign

Next, Select from types of Campaigns from the list presented: Campaign Type List

ConveYour asks if you would like the system to populate the campaign with sample content. It's up to you what you would like - a blank Campaign folder, or some sample Triggered Content included: Sample Content Question

Now, you will be returned to the Campaigns Setup zone of your ConveYour account. You should now see your new Campaign folder. Your next step will be to Edit your Campaign Settings: edit settings

(Select Edit from the Campaign menu)

For the Advanced Campaign Settings, select "I'm a Pro, Show Me the Settings", and start with Basic Settings.

Basic Settings


This is the name of the campaign you are building. An example might be “30 Day Challenge”. This name will be visible to your participants within their customer portal.

Campaign create/edit form

Internal Name

-This is a name that you can give your campaign that only you will see within your ConveYour account. This way you can have three campaigns going for different events and you can set the name to "X Challenge". Then you can have a different internal name for each campaign to distinguish which campaign is which.


  • That's you! Unless you want to assign another person to manage the campaign. You may have an another person working with you who should be the admin for this campaign, and they should have admin privileges in order to be included in this drop-down menu.

Banner Image

This is the banner image that is used in the campaigns list inside your ConveYour account AND in the user interface of the participant’s portal. You can easily upload your own image from a myriad of locations. See Tips on Selecting a Good Banner Image

Within your Campaigns menu the banner displays like this showing the internal name for the campaign...

banner used to identify campaign in campaign list

The same banner is also used in the welcome page of the customer portal. The welcome page shows all of the courses, quizes, etc. attributed to that participant. The banner displays in the customer portal like this in the welcome section displaying the outward-facing name of the campaign: banner used to identify campaign in customer portal

When you are first starting out, it's recommended that you select a banner from the gallery of images provided. For your first campaign select "Grab From Gallery" and scroll through to select one.

banner go to gallery

The campaign banner image is used as the default background for all questions within your quiz/portal but you can set a banner image for each question or trigger. For example, different images applied to each trigger:

banners used in customer portal triggers


OPTIONAL: This information will be shown on the built in landing pages ConveYour provides. Again, for your first campaign, you can leave this section blank. Keep in mind, you can come back and fill this section in when you are ready to create your landing page. In this zone you enter information about your campaign, as it will display within a webpage. Explain the value of the campaign, the rules, and why they want to participate. Use markdown formatting to format your information text. Here's a demo video on using markdown.

Campaign create/edit form

Course info in landing page

Timing Options

Start Date (aka Start On)

A campaign start date controls when the campaign’s content should start releasing. Triggered content will not start performing tasks within a campaign until the campaign start date is reached. Each piece of content has a “Delay Days” field where a user can put in the number of days to delay for the release of content IN RELATION to the campaign start date, or the user's start date. You will learn more about timing when you begin to build your triggers for the campaign.

Campaign create/edit form

Trigger create/edit form

Time Zone

Being able to set a time zone for each one of your campaigns is a great benefit to you! Let's say you are running 3 different challenge campaigns that you started with attendees in different cities across the US. By setting the time zone of your campaign to the attendees' local time, you don't have to fiddle with the start times on your trigger actions.

Set triggered content timezone

End Date

This is really somewhat optional. However, it’s good practice for you to set an end date for your campaign. Cases where an end date may be appropriate: Perhaps you don't want people participating after X date or an event has already occurred. For an email campaign, perhaps you want to make sure you review the results of an auto-campaign before letting it run another 6 months. Trigger create/edit form

Allowable Days

This option allows you to select days of the week your campaign content will be delivered. This is set for all triggered content within the entire campaign. If you are targeting employees in an employee training program, for example, you might want to exclude weekends.

Allowable Days

In Their Portal

The "portal" refers to the view your users will see when the login to their ConveYour realm. You have options you can set to control what they see....

Show in Portal if Tagged With...

Show in portal tagged

Optional. Show or hide campaigns within a user's portal. Helpful if you have multiple contacts who may have signed up for several of your courses, but you only want to display the ones in which they are currently enrolled.

Hide Leaderboard

Hide Leaderboard

Do you offer friendly competition? If not - check this box so the points assigned to each question are hidden in your engagement triggers.

Sort Order In Portal

sort order in portal

Helpful if you have users who have enrolled in multiple of your courses, and you want to ensure they take them in the correct order.

Progress Permissions

progress permissions

Allow users to Play or Pause the course in their portal. This works best if you have many users and long drip courses over months at a time. If a user leaves on a business trip, for example, this would allow them to Pause the course until they return. Hint: If this option is selected in the affirmative, you may want to create a trigger that reminds them to go back in and continue if they have been gone for a long period of time....

Portal Themes

portal themes

Allows you to change options and theme colors. You can even brand your campaigns with very simple incorporation of hexadecimal numbers equivalent to your logo or branding theme, as well as options to include basic CSS (cascading style sheets) elements.

Landing Page

In addition to the Information you may have already filled out in Basic Settings - you have a few more options like adding video and other options to a custom landing page where you can direct your audience to sign up!

Display Image

OPTIONAL: The display image is like your marketing image. It's the one that get's shown in your landing pages and signup widgets. In the image above, it's the Seven Small Steps image above the information. For your first campaign, you can skip setting up the Display Image, and choose NEXT in order to move forward. You can always come back and setup your landing page information and display image later.

Note : If you have created a campaign information video, the video should be used instead of an image wherever possible. You have an opportunity to add the embed link of an intro video for this campaign later in the process.

How a Display Image Works

Display image in widget...

Display image in landing page...


  • Add a link to include your introductory video to tout the benefits of participating in your course or campaign! Video platforms currently supported include: YouTube, Vimeo, or Wistia.

Register Button Text

  • What do you want the video to say to entice people to sign up? Join Us is the default. Other options might be Sign Up Now, or Sign Me Up! etc.

Mobile Phone Number

  • Require the mobile phone number on sign-up so that you can send SMS messages and videos to participant's mobile device. Keep it set to required.

Billing Info

  • Optional - if this is a free campaign for your group - you don't need to take action at this time. Work with your account representative if you want to make this a paid product.

Redirect URL

  • Optional - if you want to redirect registrants to a particular web page after they sign up - you can paste that URL here.

Facebook Pixel ID

  • Optional - if you have setup Facebook ads and want to direct traffic to your campaign through Facebook advertising, you would enter that information here. Facebook Provides the custom Pixel ID.

Registration & Confirmations


Required The hashtag is used by your attendees as a sort of a “key” to join the campaign using their mobile device! Scenario 1: A speaker wishes to send a campaign of questions to attendees throughout an seminar. To get attendees to opt-in for this interaction, the speaker would direct attendees to send a message to the campaign phone number (the speaker’s assigned ConveYour Twilio phone number) including the hashtag, attendee first name, attendee last name, attendee email:

#hashtag John Doe [email protected]

Here’s an example…

Capture attendee information through SMS

The hashtag is unique to your ConveYour phone number NOT the entire ConveYour system. So if you and another ConveYour account were both using the hashtag #finance, there would be no collision.

Confirmation Messages

Confirmation messages go out when your audience signs up to participate either through a web page, or by sending an SMS message with the campaign's “hashtag”. (more on this later) Default messages are provided - rephrase as needed. The first two messages Form Confirmation Message - is released if users sign up by using the form on the landing page. Message for Early Joiners - best for campaigns that start on a specific date in the future. This message is released if people sign up before the campaign has started.

SMS Response and Email Response Set these two to welcome users to your course or campaign.

It's helpful if you include your campaign name, and welcome them personally. Keep the {url} "placeholder" in - because it provides the link they will click to get started. Placeholder text also allows you to add the user name into the message to personalize the message. Learn more about placeholder text here.

_Hint: Set your SMS and Email messages to say basically the same thing. You want to develop consistency for your users, whether or not they have provided a mobile phone number. _

Other Advanced Settings


  • Here is where you assign this campaign to a group you may have already created from your list of contacts. This is totally optional, and for most campaigns, you could just leave this blank. You will more commonly be establishing Groups in the Groups section of the main menu - and assigning those groups to a campaign rather than setting it here. This option applies only in special cases. Contact ConveYour support for more information if you need help setting up groups.

Learn more on groups here. and about adding groups to your campaign.

Give it a try!

Setup your first text message campaign:

A campaign group is totally optional! This group serves the exact same function that all groups do; that is segmenting a ConveYour account’s contact database. A campaign's triggered content can be setup to perform actions for contacts but only on contacts that match this campaign group. Creating a group from your contacts does not exclude them from your list or confine them to only one campaign. If you do not setup a campaign group, only those who explicitly join will be added to your campaign. Which is a normal and very common setup

campaign group creation

It doesn’t matter what group condition you set in your triggered content, the campaign group will always supercede the group specified for a piece of content.

Another way of thinking about the campaign group is the “base” group of contacts that should ever be involved in this campaign.

campaign content diagram


A speaker is given a large contact list from a company to import into his system. The speaker wants all of the attendees on this imported list to automatically get invited to participate in the campaign. So when importing the list, the speaker creates a company column and puts “Microsoft” in every cell in that company column for all of the attendees. Now each attendee will import with company = “Microsoft”. (The speaker might also include an event column with an event name if he does a lot of different work with this company).

Now when creating a new campaign, the speaker sets the campaign group to company = Microsoft and event = ‘San Diego 2014’

Further Reading:

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